SEC 13F Intelligence

BWELBOSWELL J G CO

CUSIP 101205102 · Yahoo Finance ↗ · Google Finance ↗

Boswell J G Co (BWEL) has 4 institutional holders in Filings Flow’s 13F database, together reporting 8.5K shares worth $5M as of Q1 2026. The largest reported holders are Reik & Co., LLC, Kelly Lawrence W & Associates Inc/Ca, and Everett Harris & Co /Ca/.

Institutional Holders
4
Q1 2026
Reported Value
$5M
Ticker
BWEL
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 4Q4 ’18Q1 ’19: 5Q2 ’19: 5Q2 ’19Q3 ’19: 5Q2 ’21: 8Q2 ’21Q4 ’21: 6Q4 ’22: 6Q4 ’22Q4 ’25: 4Q1 ’26: 4Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ2 ’19: $8MQ2 ’19Q3 ’19: $9MQ2 ’21: $13MQ2 ’21Q4 ’21: $10MQ4 ’22: $4MQ4 ’22Q4 ’25: $4MQ1 ’26: $5MQ1 ’26filingsflow.com

Holders

Manager% of PortfolioValueSharesQuarter
REIK & CO., LLC$363M AUM0.63%$2M4.1KQ1 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM0.47%$2M3.1KQ1 2026
EVERETT HARRIS & CO /CA/$7.8B AUM0.01%$712,2501.3KQ1 2026
Ancora Advisors LLC$4.7B AUM0.00%$7,15013Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.